-98.6%
FCUV vs TRU
+147.2%
-245.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +2.9% |
| 7D | -66.5% | -2.7% | -63.7% | -65.5% |
| 30D | +5.0% | -2.0% | +7.0% | +8.1% |
| 3M | +63.8% | +18.4% | +45.4% | +51.3% |
| 6M | -67.8% | +8.9% | -76.7% | -69.6% |
| YTD | -82.4% | -8.9% | -73.5% | -82.0% |
| 1Y | -94.7% | -15.9% | -78.9% | -94.5% |
| 3Y | -99.3% | -1.1% | -98.2% | -99.3% |
| 5Y | -99.9% | -35.2% | -64.7% | -99.8% |
| All | -98.6% | +147.2% | -245.7% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling